PLTY vs JEPQ

APLTY

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income77.25%PLTY · $7,725 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common[…]PLTY and JEPQ

PLTY

JEPQ

YieldMax PLTR Option Income Strategy ETF · $339MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

[…]3 years · per year[…] · $17,406+20.3%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $35 on $10k · lower wins0.35%

77.25%12-mo yield$7,725 · $1,217 on $10k12.17%

−41.4%Worst dropSmaller wins−8.8%

50.7%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsPLTY · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	APLTY	YieldMax PLTR Option Income Strategy ETFRead Desk		1.07%	77.25%	−1.8%	+0.7%	−12.7%	new	new	−41.4%	$339M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PLTY vs JEPQ

PLTY

YieldMax PLTR Option Income Strategy

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePLTYJEPQ

Fee1.07%0.35%

Cost on $10k a year$107$35

Yield77.25%12.17%

5 years, per year[…][…]

3 years, per year[…]+20.3%

Worst drop · 1Y−41.4%−8.8%

Volatility · 1Y50.7%15.5%

3–1measures won
JEPQ first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PLTY, JEPQ

Today

[…]holdings […]

PLTYJEPQ

PLTY—[…]

JEPQ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$7,618most kept, PLTY

PLTY$7,725 − $107 = $7,618

JEPQ$1,217 − $35 = $1,182

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee